COE, zCase Study

Trantor sets up a CoE for a leading Franchise Financing Company

trantorindia | Updated: October 10, 2022

Trantor helped a financing company to customize their existing Platform using multiple features & APIs on the Force.com platform, bundled on Lightning Interface.

Overview

The client is a San Francisco based pioneering brand that offers an online marketplace platform for franchise financing/lending. Growing product backlog, high attrition of technical talent and lack of automation in the medium restricted the client from achieving their business growth goals and
losing the potential business to competitors.

 

The client wanted to partner with an offshore software consulting company that could provide stable talent to lead & drive their product development without any technology leadership from the US team. The client was budget focused – a workforce specialized in full stack workforce who can wear multiple hats in the engineering function was one of the primary needs.

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Key Challenges

  • Aggressive and agile customer business needs.
  • Coach & perform agile transformation across product teams.

  • Research & Development related to tech stacks.

  • Scaling fast at short notice to support customer business growth.

  • Establish cultural connections in geographically distributed teams.

Deliveries Made (Since 2017)

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Quality Snapshots/ Metrics

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Solution

Trantor customized the client’s existing Platform implementation using multiple features and APIs on the Force.com platform, bundled on Lightning Interface. Highlights of the solution include:

 

  • The existing salesforce solution was migrated to ROR for better usability, features and efficiency.
  • Reorganized the leads and sales process setup by defining the sales stages, naming conventions and workflow. This also enabled the automated flow of information.
  • Designed a custom dashboard that included metrics.
  • The duplicate management feature was customized to identify, manage and merge duplicate records based on rules defined by the sales team.
  • UI was redesigned to make it user-friendly, which increased user rates significantly
  • Web-based training is given to sales teams for quick adoption.
  • Ongoing evaluation and optimization of sales and reporting workflows for further enhancements and automation.

Technology

Ruby on Rails, HTML 5, Angular JS, MySQL, AWS, Force.com platform, Lightning

CSAT Score

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Next Steps

If you want to discover more about Trantor Inc. Services, Please Contact sales@trantorinc.com.
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The Client

  • “The team is integral to the company's success in the market and to help us live up to our FinTech moniker.”
    - Head of Product

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